We advise banks, insurance companies & private equity investors looking to identify new revenue streams, improve their top line and sales efficiency, and enhance their bottom line by transforming their operating models, locally, in near/offshore mode or through outsourcing.

Revenue growth and Sales Force efficiency

We help to reshape the way Sales Force operates by defining, quantifying and implementing solutions to grow activities and revenues. Our team of Front Office specialists works in close collaboration with Sales, Traders, Structurers, Business COOs and risk officers across all business lines, from Fixed Income, Equity and Commodities, to Prime Brokerage and Securities Services, on top line growth strategies and client centricity issues.

Operations transformation & optimization

We help financial institutions to radically rethink their operations. At every stage of this transformation, from strategy conception through to implementation, we stand beside COOs and CIOs, taking into account their evolving needs and helping their navigate these demanding transitions by shaping creative TOM and governance review but also helping them to optimize their bottom line and their cost structure.

If needed by the TOM design, we also provide project management for Business Process Outsourcing (BPO) and near-shoring or off-shoring processes optimization.

Our team of Front Office specialists work with Global Markets, Capital Markets and Investment Management departments to meet early on regulatory challenges.

We work with our clients to deliver tangible results

Revenue growth : More precise targeting of customers and impact of pricing adjustments, with quicker reaction to market dynamics

Deepened client satisfaction : Deeper behavioral analysis allowing to uncover underlying needs for customization of offers and products

Greater efficiency : Tangible productivity gains and faster decision-making with reliable data available in real time

Operational Losses & Risk Mitigation : Reduction of operational losses thanks to better data quality and automation of manual data management tasks

Compliance to regulations : Opportunity to setup a framework compliant to regulatory requirements, especially for BCBS239, GDPR and many regulatory reports

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D. Corrales

Partner - Europe

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Y. Gaillard

Partner - Europe

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O. Garcia

Partner - Europe

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S. Vorger

Director - Asia

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